Long-term investor
Clarion Wealth Managment Partners, LLC @clarionwealthmanagmentpa
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002081211).
Record
- Tracked since 2025-06-30 (448 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +18.7% · all +18.7%
- Max drawdown n/a · win rate 46% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072703 · 12.6% · long · since 2025-06-30
- 26923N405 · 10.7% · long · since 2025-06-30
- AAPL · 7.4% · long · since 2025-06-30
- 921946810 · 6.7% · long · since 2025-06-30
- AHR · 5.1% · long · since 2025-06-30
- 464287614 · 3.5% · long · since 2025-06-30
- 921943858 · 2.6% · long · since 2025-06-30
- 464287598 · 2.0% · long · since 2025-06-30
- 92206C680 · 1.8% · long · since 2025-06-30
- TPR · 1.8% · long · since 2025-06-30
- AMZN · 1.6% · long · since 2025-06-30
- JNJ · 1.6% · long · since 2025-06-30